Michael Neft and Marc Smith

Managing Partners, Secure Retirement Strategies

Michael relies on nearly 40 years of experience in finance and securities to oversee Secure Retirement Strategies’ tailor-made retirement plans. Michael has held senior management positions at heavyweights Janney Montgomery Scott, Prudential Securities and Shearson American Express. Before joining Secure Retirement Strategies, he spent seven years as an executive director with Oppenheimer. Michael’s other affiliations include being a board member of the New York Stock Exchange Disciplinary Hearing Board for eight years, a board member of the New York Stock Exchange Acceptability Board for two years, a member of the National Ethics Association and a Dispute Resolution arbitrator for the National Futures Exchange for 14 years.

Marc Smith has twenty-five years of financial-services experience and is a seasoned professional in helping people meet their retirement needs. Before joining Secure Retirement Strategies, Marc was a managing partner of a leading financial organization where he initiated the unique Suite of Services platform, bringing together the broadest range of nonproprietary products to the marketplace under one roof. Marc is regarded for his honesty, passion, integrity, relationship building, and high ethical standards, and he is a certified member of the National Ethics Association.

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Secure Retirement Strategies

Publication Date: June 2016

Truth or Dare? Uncover the truths of retirement or dare to enter unprepared. Fact: The very thought of retirement is daunting. There’s much to do and many approaches to consider. Fiction: You can put the thought aside for a few years, until the time comes. Facts are facts―retirement is inevitable. One day, you will no longer work. The ultimate question is: When that time comes, will you be prepared to carry on through the years with a comfortable lifestyle? It’s important to take steps toward an enjoyable, successful retirement, but the information is often overwhelming, and consequently cast aside. In Secure Retirement Strategies: Facts vs. Fictions, Michael Neft and Marc Smith provide the facts you need to successfully blaze your unique path to retirement.

Within these pages, you will learn how it’s possible to:
•have income for life and more than enough money for retirement
•invest wisely in the stock market with lower or no fees
•grow your investments safely with good return
•enjoy long-term care benefits without paying ongoing premiums

Michael Neft and Marc Smith

Managing Partners, Secure Retirement Strategies

Secure Retirement Strategies

Publication Date: June 2016

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